Your Team:
Daniel Connelly

Daniel Connelly

Client Relationship Manager

Daniel Connelly

TITLE: Client Relationship Manager

AREAS OF FOCUS: Client Relationships, Coordination and Strategy

EXPERIENCE: 22 Years

Daniel has over 22 years of experience in the financial services industry and has strived to
develop and maintain long-term relationships in a client-first work environment.


After earning a bachelor`s degree in Business Administration from Temple University in Philadelphia, PA, Daniel worked in the retail banking sector for large commercial banks and also
has experience working for smaller community banks.


A Pennsylvania native, Daniel now resides in the Lehigh Valley with his spouse, Irene, and
daughter, Katherine. Daniel is an avid sports fan and enjoys traveling, skiing and fishing in
his free time.

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Form CRS: Client Relationship Summary

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